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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx ●

Senior Management Executive Investment Management

New Business Development ~ Relationship Management ~ Institutional Sales




         Consummate strengths in managing institutional client and consultant relationships, strategic planning, fueling new business development, and deploying solutions which enhance productivity, competitive positioning, and revenue growth.

         Excel at interfacing with key stakeholders to drive forward-moving efforts across multiple initiatives concurrently.

         Extensive talents in leading teams to attain project goals according to fiscal, timeline and quality criteria.

         Sound business writing skills including project proposals, reports, business plans, and policies & procedures.

         Adept at managing investment and business activities with corporate and public pensions, healthcare organizations, endowments & foundations and insurance clients and their investment consultants.

         Exemplary experience in training, aligning, and mobilizing cross-functional personnel dedicated to delivering extraordinary client service.

  • Systematic project manager; highly skilled in identifying project issues, scheduling and prioritizing tasks, steering quality assurance, and balancing competing demands concurrently.
  • Able to rapidly resolve complex problems, and establish unified professional relationships with all levels of an organization as well as external parties.


Career Track

Lee Munder Capital Group, LLC, Boston, MA 2009 to Present

Director, Business Development

         Spearhead efforts to expand institutional assets via national consultants and precisely-targeted direct calling program focusing on corporate defined benefit plans, endowments/foundations and healthcare organizations.

         Closely partner with senior management team to examine and capitalize on market trends, emerging opportunities and potential product extensions.

         Decisively establish, implement and evaluate strategic marketing and sales programs.

         Hold critical accountability for effectively managing multiple separate account client relationships.

         Contrived and launched high-impact marketing plan to introduce Emerging Markets Equity and US Small Cap growth equity capabilities to institutional marketplace.

         Achieved new business placements and advanced search flow by fostering, nurturing and maintaining strong relationships with influential consulting firms.

         Secured $400M+ in 18 months to effectively close the firm s Small Cap Value offering.

         Successfully acquired $750M+ in 24-month period for the firm s Emerging Markets All Cap offering.


Independence Investments, LLC (merged with Lee Munder Capital Group), Boston, MA 2007 to 2009

Vice President / Relationship Manager

         Uncovered search opportunities and increased market penetration by selling primarily through consultants as well as direct sales targeting defined benefit plans, endowments/foundations, and sub-advisory platforms.

         Independently forged and managed investment relationships with existing institutional clients to expand book of clients by 18, including several of firm s largest separate account client relationships.

         Masterminded plan to amplify institutional assets in both fundamental and quantitative US equity strategies.


Continued ►



Yyyyyy x. yyyyyy Page 2 of 2 Professional Experience continued


State Street Global Advisor, Boston, MA 2000 to 2007

Client Relationship Manager, Sales & Marketing Group 2004 to 2007

         Championed productive relationships with large and complex institutional clients to grow client book by 30 with $6B in assets.

         Organized regular client meetings to discuss account performance, new products, and market developments to promote investment product sales.

         Cultivated cohesive efforts among sales, portfolio management, and product engineers to standardize and streamline marketing, sales, and support services for assigned client accounts.

         Played an active role in identifying, pursuing and closing new business opportunities to propel market share growth.

         Structured and administered training program for junior relationship management staff to maximize profitability and productivity through one-on-one coaching and mentoring.


Manager, Request for Proposal Group (RFP) 2003 to 2004

         Applied dynamic leadership talents toward directing, motivating, empowering and supervising team of 13 high-performance marketing professionals.

         Directed full-scope RFP functions including critically evaluating all RFPs to ensure superior quality.

         Orchestrated broad-based projects to simplify business processes and procedures while garnering considerable cost savings.


Consultant Analyst 2003

         Joined forces with 30+ consultants to ensure timely, high-quality, and competitive responses to all RFPs.

         Handpicked to train, mentor and coach new associates.

         Reliably ensured quarter-end deadlines were met to include firm in all possible database searches.


Investment Associate, Global Structured Products Group 2000 to 2003

         Earned promotion after one year based on exceptional performance in supporting portfolio managers in analyzing fund reports and generating performance-measurement calculations.

         Administered international accounts exceeding $4B in total market value and delivered precise daily tracking of cash balances, security holdings, and buy/sell reports for several custodial firms.


Mellon Financial Corporation, Everett, MA 1998 to 2000

Senior Service Delivery Specialist 1999 to 2000

         Cost-effectively controlled $1.5B budget to administer comprehensive staff training for Trust Portfolio Management.

         Partnered with Programming/IT department to steer seamless implementation of Futures Exposure report on Mellon s Online Client Reporting System.


Investment Associate II, Global Structured Products Group 1998 to 1999

         Accurately and efficiently performed client custody portfolio reconciliations with investment manager portfolios.

         Responded to brokers and client inquiries, demonstrating well-developed problem solving skills.



Master of Business Administration, Suffolk University, Boston, MA


Bachelor of Science in Business Administration, Bryant University, Smithfield, RI




Series 7 & 63 Securities


Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx ●









January 6, 2016










Dear _______________________:


I would like to thank you for providing me the opportunity to interview with you and discuss the (INSERT TARGET POSITION) position currently available with (INSERT NAME OF INVESTMENT FIRM). Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me to be an integral participant in achieving your goals.


As discussed, I am highly accomplished professional eager to launch a successful career as a dedicated member of your senior leadership team. I believe you will find my dynamic (LIST A FEW SKILLS OR QUALIFICATIONS RELEVANT TO THE POSITION) skills vital to your operations and look forward to contributing to your success.

Should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience. Again, thank you for the enlightening interview. I look forward to your response.






Yyyyyy x. yyyyyy

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